The Specialist - Balance Sheet Optimization is responsible for driving earnings growth, balance sheet resilience, and capital efficiency through strategic analytics and partnership with Treasury and business units
Job Summary
The Specialist - Balance Sheet Optimization is responsible for driving earnings growth, balance sheet resilience, and capital efficiency through strategic analytics and partnership with Treasury and business units.
Northern Trust offers a comprehensive benefits package including retirement, health and welfare benefits, paid time off, parental leave, and a discretionary bonus program with potential equity components.
The company promotes a flexible hybrid working model and a collaborative culture where movement within the organization is encouraged and senior leaders are accessible.
Matching Summary
The Specialist - Balance Sheet Optimization is responsible for driving earnings growth, balance sheet resilience, and capital efficiency through strategic analytics and partnership with Treasury and business units.
Salary
Base: $137,400 - 233,600 USD; Bonus/Equity: Discretionary bonus program may include equity component; Benefits: Comprehensive retirement, health, paid time off, and other benefits
Skills & Requirements
Must-have
Balance sheet strategy development
Interest rate risk management
Liquidity optimization
Financial modeling and analytics
Regulatory compliance and governance
Senior management and ALCO support
Advanced Excel and PowerPoint skills
Nice-to-have
Experience with Power BI and ALM/QRM platforms
Strong communication and presentation skills
Collaborative and flexible work culture
Thought leadership on market trends
Key Requirements
Bachelor’s degree in Finance, Economics, Accounting, Statistics, Mathematics or related field
MBA or Master’s degree preferred
CFA, FRM, or PRM certifications preferred
10+ years experience in Treasury, ALM, Liquidity Risk, or Balance Sheet Management